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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,680 | $82,133+90.8% | $147,318+6.4% | $64,097+144.4% |
| Participation rate | 67.9% | 62.3%+5.6pp | 82.1%-14.2pp | 55.2%+12.7pp |
| Annual return | 371.53% | 78.78%+292.7pp | 70.43%+301.1pp | 34.64%+336.9pp |
| Employer contribution / active EE | $2,533 | $2,872-11.8% | $4,593-44.8% | $1,891+33.9% |
| Participant deferral / active EE | $9,992 | $5,407+84.8% | $7,906+26.4% | $3,080+224.4% |
| Admin fee / account holder | $29,690 | $3,730+696.0% | $13,708+116.6% | $3,454+759.5% |